SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,155 filers reported holding SPDR S&P 500 ETF TR in Q2 2022. The put-call ratio across all filers is 1.74 and the average weighting 3.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $809,220 | -3.6% | 1,893 | 0.0% | 0.21% | -3.2% |
| Q2 2023 | $839,130 | +8.3% | 1,893 | 0.0% | 0.22% | +8.0% |
| Q1 2023 | $774,976 | +7.0% | 1,893 | 0.0% | 0.20% | +4.2% |
| Q4 2022 | $723,940 | +7.1% | 1,893 | 0.0% | 0.19% | +5.5% |
| Q3 2022 | $676,000 | -5.3% | 1,893 | 0.0% | 0.18% | +4.0% |
| Q2 2022 | $714,000 | -16.5% | 1,893 | 0.0% | 0.18% | -10.7% |
| Q1 2022 | $855,000 | -4.9% | 1,893 | 0.0% | 0.20% | -1.5% |
| Q4 2021 | $899,000 | +10.7% | 1,893 | 0.0% | 0.20% | +3.6% |
| Q3 2021 | $812,000 | +0.2% | 1,893 | 0.0% | 0.19% | +1.6% |
| Q2 2021 | $810,000 | +8.0% | 1,893 | 0.0% | 0.19% | +2.7% |
| Q1 2021 | $750,000 | -4.2% | 1,893 | -9.6% | 0.18% | -16.4% |
| Q4 2020 | $783,000 | +11.7% | 2,093 | 0.0% | 0.22% | -6.4% |
| Q3 2020 | $701,000 | +8.7% | 2,093 | 0.0% | 0.24% | +0.9% |
| Q2 2020 | $645,000 | +19.7% | 2,093 | 0.0% | 0.23% | -1.7% |
| Q1 2020 | $539,000 | -11.5% | 2,093 | +10.6% | 0.24% | +4.9% |
| Q4 2019 | $609,000 | +8.4% | 1,893 | 0.0% | 0.23% | +6.6% |
| Q3 2019 | $562,000 | +1.3% | 1,893 | 0.0% | 0.21% | +2.4% |
| Q2 2019 | $555,000 | +3.7% | 1,893 | 0.0% | 0.21% | -0.5% |
| Q1 2019 | $535,000 | +13.1% | 1,893 | 0.0% | 0.21% | -5.9% |
| Q4 2018 | $473,000 | -14.0% | 1,893 | 0.0% | 0.22% | +2.8% |
| Q3 2018 | $550,000 | +7.0% | 1,893 | 0.0% | 0.22% | +0.5% |
| Q2 2018 | $514,000 | +3.2% | 1,893 | 0.0% | 0.21% | -3.6% |
| Q1 2018 | $498,000 | -1.4% | 1,893 | 0.0% | 0.22% | -1.8% |
| Q4 2017 | $505,000 | +3.3% | 1,893 | -2.8% | 0.23% | -0.4% |
| Q3 2017 | $489,000 | +3.8% | 1,947 | 0.0% | 0.23% | 0.0% |
| Q2 2017 | $471,000 | +3.1% | 1,947 | +0.4% | 0.23% | -1.3% |
| Q1 2017 | $457,000 | +8.0% | 1,939 | +2.4% | 0.23% | -11.9% |
| Q4 2016 | $423,000 | -15.7% | 1,893 | -18.5% | 0.26% | -9.1% |
| Q3 2016 | $502,000 | +3.1% | 2,323 | 0.0% | 0.29% | -6.2% |
| Q2 2016 | $487,000 | +2.1% | 2,323 | 0.0% | 0.31% | +10.5% |
| Q1 2016 | $477,000 | +0.6% | 2,323 | 0.0% | 0.28% | -3.8% |
| Q4 2015 | $474,000 | +30.6% | 2,323 | +22.7% | 0.29% | +25.2% |
| Q3 2015 | $363,000 | -16.0% | 1,893 | -9.8% | 0.23% | +11.7% |
| Q2 2015 | $432,000 | +10.5% | 2,098 | +10.8% | 0.21% | +8.4% |
| Q1 2015 | $391,000 | +0.5% | 1,893 | 0.0% | 0.19% | -5.5% |
| Q4 2014 | $389,000 | +4.3% | 1,893 | 0.0% | 0.20% | +14.2% |
| Q3 2014 | $373,000 | +0.8% | 1,893 | 0.0% | 0.18% | +4.1% |
| Q2 2014 | $370,000 | +4.5% | 1,893 | 0.0% | 0.17% | +2.4% |
| Q1 2014 | $354,000 | +1.1% | 1,893 | 0.0% | 0.16% | -0.6% |
| Q4 2013 | $350,000 | +10.1% | 1,893 | 0.0% | 0.17% | +6.4% |
| Q3 2013 | $318,000 | +4.6% | 1,893 | 0.0% | 0.16% | -5.5% |
| Q2 2013 | $304,000 | – | 1,893 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 136,670 | $64,960,509 | 32.14% |
| Bromfield Sneider Wealth Advisors | 56,062 | $26,646,739 | 18.04% |
| Pure Financial Advisors, LLC | 628,139 | $298,560,552 | 10.30% |
| Stairway Partners, LLC | 180,349 | $85,721,683 | 8.64% |
| Hoese & Co LLP | 17,008 | $7,762,245 | 7.60% |
| OPTIMUM INVESTMENT ADVISORS | 21,972 | $10,443,729 | 5.25% |
| McAlister, Sweet & Associates, Inc. | 10,567 | $5,022,601 | 4.67% |
| Fifth Third Wealth Advisors LLC | 29,560 | $14,050,164 | 4.56% |
| First National Bank of Mount Dora, Trust Investment Services | 34,338 | $16,321,193 | 4.35% |
| McLean Asset Management Corp | 19,937 | $9,329,097 | 3.50% |